[STFF-106] User Client Notes Hours Tracked

[STFF-106] User Client Note Hours Tracked

Report Purpose and Summary

This report provides staff / user information, specifically hours tracked for client notes. This report provides agency management with an overview of the client note hours tracked by users. The report results returned are dependent on the access rights of the user pulling the report. The report also includes a drilldown that reports the clients and notes tracked.

Instructions

Make sure you are operating in Clarity under the agency you are running the report for. You can check and change this under your name in the top right corner.

Step 1: Click on the Launchpad, then click on the Reports icon.

Step 2: In the Report Library, click the down arrow next to the Agency Management folder to expand the section.

Step 3: Click the Run button to the right of [STFF-106] User Client Note Hours Tracked.

Reporting Parameters

Step 4: Enter the following parameters:

Note Type	Choose which note type to include: Stand-alone and Program Note Only Program Notes (default) Only Stand-alone Notes
Program Type(s)	Choose which program type(s) to include: All Single select for a single program type Hold either Ctrl/Command/Shift button to select multiple program types
Program Status	Choose which program status to include: All Programs Active Programs Inactive Programs Please note, only active programs will be displayed in the list, how if you choose All Programs it will include any project (active or inactive).
Program(s)	Choose which program(s) to include: All Single select for a single program Hold either Ctrl/Command/Shift to select multiple programs
User Status	Choose which user status to include: All Users Undeleted Users (default) Deleted Users Please note, only undeleted users will be displayed in the list, however if you choose All Users it will include all users (deleted or undeleted)
User(s)	Choose which user(s) to include: All Single select for a single user Hold either Ctrl/Command/Shift to select multiple users
Report Date Range	Specify the report start and end date
Report Output Format	Select Web Page, PDF or Excel*